Investing

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EQUITIES APR 02, 2018
Tech rout sinks stocks

President's criticism of Amazon and retaliatory tariffs from China rattle markets

EQUITIES MAR 30, 2018
Stocks about to get a $400 billion dividend boost

Dividend payments tend to occur between March and May, Morgan Stanley analysts note.

MUTUAL FUNDS MAR 30, 2018
ETFs may get riskier with planned rule to ease approvals

Regulators are concerned the proposal could aid bad behavior.

ETFS MAR 30, 2018
Smart-beta funds get mixed reviews in first quarter

Amid the S&P 500's wild ride, there were a few smart-beta winners.

EQUITIES MAR 29, 2018
Advisers should make the most of volatility for clients

Use stock market swings as opportunities to improve service to clients.

EMERGING MARKETS MAR 28, 2018
ETFs see outflows for first time since 2016

While investors fled domestic stock ETFs in February, international funds gained new money.

MUTUAL FUNDS MAR 27, 2018
Digital investment firm launches new fund for women

Latest offering from Ellevest will invest in offerings that help advance women.

FINTECH MAR 27, 2018
Vanguard wrestles with new service problems

Tech glitch sends out erroneous messages to retail customers

ALTERNATIVES MAR 23, 2018
Business development company language added to spending bill allows for increased leverage

BDC reform was tacked onto the $1.3 trillion appropriations bill signed by Trump on Friday.

FINTECH MAR 23, 2018
BlackRock turns to robos to drive latest push into active ETFs

New sector of funds created under the 'iShares Evolved' brand.

MUTUAL FUNDS MAR 22, 2018
Fidelity maintains target-date volume; Vanguard comes out on top

Fidelity is still the second-largest TDF provider even though it has seen $20 billion in outflows since the start of 2012.

EQUITIES MAR 22, 2018
Thinking outside the style box

Defensive equity income strategies can help investors weather the challenges of sometimes severe market swings.

EQUITIES MAR 22, 2018
Stocks plunge, advisers tell clients to hang tight

Though planners encourage calm, some are preparing investors for a correction.

ALTERNATIVES MAR 22, 2018
More turnover at top of REIT manager CNL Financial

The president of the company's wholesaling broker-dealer is the latest senior executive to leave.

EQUITIES MAR 22, 2018
David Herro on the best opportunities in international investing

Longtime Oakmark International money manager shares his strategies for success, and why he's hot on Europe right now.

MUTUAL FUNDS MAR 21, 2018
F-Squared's former president ordered to pay $12.4 million over false statements

Judge says Howard Present, who led ETF portfolio management firm, was 'reckless.'

FIXED INCOME MAR 21, 2018
Guggenheim's Minerd sees defaults, recession ahead

Companies that have borrowed heavily will have a hard time as rates tick up, he says.

ETFS MAR 20, 2018
ETF outflows show growing distaste for U.S. dollar

Investors pull assets from funds that guard against foreign exchange risk.

FIXED INCOME MAR 20, 2018
UBS ordered to pay $204,000 in Puerto Rican bond claim

Finra panel says firm was liable for breach of contract and unsuitability.

Managers allocate less to global equities, more to bonds
EQUITIES MAR 20, 2018
Managers allocate less to global equities, more to bonds

Large majority of investors now believe the global economy is in 'late cycle,' BofA survey finds.